Interim Report 2021

Sunny Optical Technology (Group) Company Limited • INTERIM REPORT 2021 08 Management Discussion and Analysis 管理層討論與分析 光學零件 截至二零二一年六月三十日止六個月，光學零 件事業的收入約人民幣 4,343,900,000 元，較 去年同期增長約 12.4% 。該事業佔本集團的總 收入約 21.9% ，而在去年同期則佔約 20.5% 。 在手機鏡頭業務方面，截至二零二一年六月 三十日止六個月，本集團的手機鏡頭出貨量 較去年同期增長約 11.1% 至約 717,081,000 件，其中， 6P 及以上產品佔出貨量的比例約 為 22.8% 。面對攝像頭規格升級趨勢不變而市 場環境巨變的情況，本集團不斷加強研發能力 及量產的工程技術能力。於回顧期內，本集團 完成多款高規格產品的研發，主要包括超廣角 （ 140˚ 以上）手機鏡頭、帶曲率可調鏡片的手機 鏡頭以及多款採用玻璃非球面鏡片的玻塑混合 大像面主攝手機鏡頭。同時， 3mm 超微距手機 鏡頭以及採用全塑料鏡片的 10 倍潛望長焦手機 鏡頭已實現量產。 在車載鏡頭業務方面，截至二零二一年六月 三十日止六個月，本集團的車載鏡頭出貨量較 去年同期增長約 82.0% 至約 37,317,000 件，繼 續保持全球第一的市場地位且市場份額得到進 一步提升。憑藉在車載鏡頭行業的豐富經驗及 深厚積累，如基於十多年玻璃非球面鏡片的生 產經驗，本集團在技術創新上持續取得突破， 滿足了高像素車載鏡頭的要求。於回顧期內， 本集團完成了 500 萬像素玻塑混合艙內監測車 載鏡頭的研發，該鏡頭可實現駕駛員監測及乘 客監測二合一。此外， 800 萬像素英偉達系列 自動駕駛車載鏡頭也已完成研發。 Optical Components For the six months ended 30 June 2021, the revenue from the Optical Components business segment was approximately RMB4,343.9 million, representing an increase of approximately 12.4% compared to the corresponding period of last year. This segment accounted for approximately 21.9% of the Group’s total revenue, compared to approximately 20.5% in the corresponding period of last year. In terms of the handset lens sets business, the shipment volume of handset lens sets of the Group increased by approximately 11.1% to approximately 717,081,000 units for the six months ended 30 June 2021 compared to the corresponding period of last year, with 6P and above products accounting for approximately 22.8% of the shipment volume. Confronted with the constant upgrading trend of camera specifications amid the dramatically changing market environment, the Group has made continuous efforts to strengthen its capabilities of R&D and engineering technology in mass production. During the period under review, the Group has completed the R&D of various high-specification products, mainly including ultra-wide angle (140° above) handset lens sets, handset lens sets with tunable curvature lenses and several types of hybrid large image size handset lens sets with glass aspherical lenses for main cameras. Meanwhile, the Group has realized the mass production of 3mm ultra-macro shooting handset lens sets and 10X periscope telephoto handset lens sets with pure plastic lenses. In terms of the vehicle lens sets business, the shipment volume of vehicle lens sets of the Group increased by approximately 82.0% to approximately 37,317,000 units for the six months ended 30 June 2021 compared to the corresponding period of last year. It enabled the Group to maintain its No.1 position in the global market continuously and further enhanced its market share. Leveraging its extensive experience and accumulated knowledge in the vehicle lens sets industry, such as 10-year above manufacturing experience of aspherical glass lenses, the Group has continuously made breakthroughs in the technological innovation, which could meet the requirements of high-resolution vehicle lens sets. During the period under review, the Group has completed the R&D of 5-mega pixel hybrid (glass and plastic lenses) in-cabin vehicle lens sets, which could achieve monitoring the driver and the passengers simultaneously. Additionally, the Group has also completed the R&D of 8-mega pixel autonomous driving vehicle lens sets applied to NVIDIA platform.